RIA Resources
At Franklin Templeton, we are deeply committed to supporting the independent investment advisors with whom we partner. We provide a comprehensive array of investment strategies and vehicles RIAs need to help clients achieve their goals. Our investment offerings are complemented with our portfolio consulting, custom tools, thought leadership and client resources developed to help you grow your practice and save you time.
To schedule a meeting, request product information or subscribe to emails tailored to RIAs, contact your Franklin Templeton Private Wealth Director:
Tel: 888-225-4250
Products and Services
Our complete lineup of mutual funds, ETFs, closed-end funds, SMAs, CITs, variable insurance, 529 plans, and models.
Using multiple risk lenses, our specialist team can conduct a deep analysis of your model portfolios including scenario-based stress tests.
Investor goals executed as model portfolios by the Franklin Templeton Solutions team.
Fintech Platforms and Tools
A comprehensive technology platform for financial advisors, including a client portal, digital onboarding, CRM, performance reporting, trading and rebalancing.
Proprietary algorithm delivering personalized, goals-based management across any size book of business.
Web-based software allowing advisors to create customized separately managed accounts, tailored to specific needs, values, and goals of a client.
Additional Resources
Insights from our CIOs, including our latest investment outlooks and market commentary.
Access to materials developed to help you in client conversations during periods of market volatility.
Important Information
All investments involve risks, including possible loss of principal.
Your clients should carefully consider a fund's investment goals, risks, charges and expenses before investing. Download a prospectus, which contains this and other information. Your clients should carefully read a prospectus before they invest or send money.